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One Day Private Investor Summit (San Francisco, United States - July 25, 2019) -
[June 11, 2019]

One Day Private Investor Summit (San Francisco, United States - July 25, 2019) -

The "Private Investor Summit" conference has been added to's offering.

Family offices are constantly in pursuit of excellent direct investment opportunities and our annual Family Office Private Investor Summit is the only conference that brings together family investors with off-market deal flow. For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done. Attendees will also enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors.

Benefits of Attending

1. Build Your Family Office Co-Investment Network: Network with peers in the industry, build and reinforce strategic relationships and gain personal connections. Rapidly expand your relations with family offices who are looking for direct investments, co-investments, and club deals.

2. Learn How to Structure Deals: Our family office speakers have completed direct investments with some of the largest Fortune 100 companies in the world, and together have conducted well over $1B in direct investments, hold over 1,000 total patents, and represent billions in capital.

3. Deal Flow & Due Diligence Best Practices: Discover step-by-step how family offices are attracting deal flow while still being discreet and private, and what standards are being followed while conducting due diligence on potential acquisition targets.

Admission to the Family Office Private Investor Summit is limited to the first 175 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page.

Who Should Attend:

Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents. This event places an emphasis on direct investments and deal flow, thus participants are typically either representing a deal or looking to invest capital in a new investment.


10:00am - 10:15am Opening Remarks

10:15am - 10:30am Standalone Presentation

10:30am - 10:45am Standalone Presentation

10:45am - 11:20am Panel 1: Real Estate Focus -A Discussion of Ultra-Wealthy Investor Real Estate Allocation Strategies

11:20am - 11:55am Panel 2: Successful Sponsors -Hear from investment firms who have successfully raised $30M or more in the last year from family offices

11:55am - 12:30pm Panel 3: Debt Deal Flow -How are Deals Structured & Who is Achieving 10% + Returns with Moderate Risk?

12:30pm - 1:30pm Lunch

1:30pm - 1:45pm Standalone Presentation 1:45pm - 2:00pm Standalone Presentation

2:00pm - 2:35pm Panel 4: In Pursuit of Value -Finding Exceptional Deal Flow without Paying Top Dollar

2:35pm - 3:10pm Panel 5: Rapid Reaction -Real-Time Investment Feedback from Family Offices for Audience (News - Alert) Members

3:10pm - 3:45pm Panel 6: Investor Clubs & Networks -How to Find Them & Pitch to Them Successfully

3:45pm - 4:20pm Panel 7: The CIO Perspective -The Process of Selecting Investments for Your Family Office Portfolio

4:20pm - 4:30pm Closing Remarks

4:30pm - 5:30pm Cocktail Reception

For more information about this conference visit

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Technology Marketing Corporation

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Ph: 800-243-6002, 203-852-6800
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